Special Needs Trusts and Inheritance: Q: Our father just passed away and left $400,000 in his revocable living trust to myself and my brother. My brother is on SSI and will lose his benefit when he receives the inheritance. What should we do? A. There is a remedy for this problem when someone dies, and […]
Tag Archives: Special Needs Trusts
aid and attendance, Alzheimer's Disease, Alzheimer's Medi-Cal, Baby Boomer Estate Planning, elder law, Estate Planning for Baby Boomers, Hospice Care, Medi-Cal Planning & Qualification, Special Needs Trust, Special Needs Trusts, walnut creek, Walnut Creek Medi-Cal Qualification
Special Needs Trusts For Children
A number of our clients have “special needs” children who are presently receiving public benefits such as Supplemental Security Income and Medi-Cal. Other clients have “special needs” children who may need public benefits later in life. These public benefit programs have asset limits. Many times the children who are receiving public benefits become settled in […]